+203.6%
JNUG vs VOO
+82.8%
+120.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +0.5% |
| 7D | -5.8% | -0.8% | -5.0% | -4.4% |
| 30D | +7.3% | -1.1% | +8.3% | +9.7% |
| 3M | +40.9% | +3.9% | +37.0% | +34.3% |
| 6M | -30.1% | +13.6% | -43.7% | -39.6% |
| YTD | -10.0% | +12.7% | -22.7% | -20.5% |
| 1Y | +37.3% | +17.6% | +19.7% | +15.3% |
| 3Y | +566.9% | +77.3% | +489.5% | +205.5% |
| All | +203.6% | +82.8% | +120.8% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling